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Direct K-1 Import Export tax year 2023 and prior

Direct K-1 Import

  1. In the RS Browser, select the
    Returns Processing
     tab.
  2. Select
    Import/Export
    .
  3. Select
    Import
    .
  4. From the dropdown, select
    Direct K-1
     as the Import Type.
  5. Select the Account number (XXXX), the Tax Year (2023), and the Tax Type (1065).
  6. Select
    Browse for File.
  7. Go to the location where the desired *.PX3 file is located. Select
    Open
    . The Direct K-1 (*.PX3) file appears under the
    Browse for File
     button. The DK-1 import file (*.PX3) must have a valid header record in order to show up for import.
  8. Select the option next to the import file in the list.
  9. Select
    Import
    .
  10. Information about the selected entity is displayed on the Direct K-1 Import screen. Verify the information, make a note of the import batch job number.
  11. Select
    OK
    .
  12. Select the
    Batch Status
     button in the upper right corner of the screen.
  13. On the Batch Status screen, enter a range of dates in the
    Date Batch Submitted
     section, and then select
    Continue
    . This retrieves a list of all batches that fall within the date range specified.
  14. Select a
    Batch ID
     underlined link to see the batch status.
  15. If the
    Import Status
     shows a
    Queued for Import
     message, click the
    Refresh
     button until you see
    File Import Complete
     in the Import Status column. Then click the
    Cancel
     button.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS
  • Subject: Export, Import

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